Meredith Wealth Planning reported 74 holdings worth US$424M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Meredith Wealth Planning reported 74 holdings worth US$424M as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 74
- Value as reported
- US$424M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 18,873 | US$3.78M | 0.89% |
| Alphabet Inc (google) Class C | 7,548 | US$2.7M | 0.64% |
| Apple Inc | 7,181 | US$2.08M | 0.49% |
| Micron Technology, Inc. | 1,253 | US$1.45M | 0.34% |
| Tesla, Inc. | 3,173 | US$1.33M | 0.31% |
| Amazon.com, Inc. | 5,274 | US$1.26M | 0.30% |
| Meta Platforms, Inc. | 1,823 | US$1.03M | 0.24% |
| Caterpillar, Inc. | 958 | US$1.02M | 0.24% |
| Microsoft Corp. | 2,504 | US$934K | 0.22% |
| Riot Platforms, Inc. | 20,097 | US$550K | 0.13% |
| Walmart Inc. | 3,906 | US$442K | 0.10% |
| Hut 8 Corp. | 3,683 | US$425K | 0.10% |
| Eli Lilly And Company | 348 | US$418K | 0.10% |
| Comfort Systems Usa, Inc. | 209 | US$415K | 0.10% |
| Mcdonald's Corporation | 1,160 | US$314K | 0.07% |
| Hbt Financial, Inc. | 9,594 | US$307K | 0.07% |
| Broadcom Inc. | 700 | US$264K | 0.06% |
| Deere & Company | 401 | US$254K | 0.06% |
| Berkshire Hathaway Inc. | 466 | US$233K | 0.06% |